Podcasts about long short

In this episode, Wade and Alex explore the world of hedge funds—what they are, how they're structured, and how they've evolved from simple hedging tools into complex investment vehicles. They break down common fee models, challenges in measuring performance, and the impact of data biases. The conversation also covers key hedge fund strategies—including long-short, market neutral, arbitrage, and quantitative approaches—highlighting their mechanics, risk profiles, and what they mean for investors, particularly those nearing retirement. Listen now to learn more!   Takeaways Hedge funds are actively managed investment vehicles with fewer regulatory constraints. They aim for absolute returns, regardless of market direction. The traditional fee model is “2 and 20”—2% management fee and 20% of profits. Fees are declining due to growing competition and investor scrutiny. Performance is difficult to assess due to survivorship bias and data limitations. Investors should be cautious of marketing claims and understand the fund's true strategy. Long-short strategies bet on both rising and falling stocks. Market neutral strategies attempt to remove market exposure to focus on relative performance. Arbitrage seeks to profit from temporary price inefficiencies. Quantitative strategies rely on data-driven models to guide trades. Risk premium harvesting involves tilting toward factors like value or momentum. Short selling helps with price discovery but carries risk due to unlimited loss potential. Understanding alpha (excess return) and beta (market exposure) is key to evaluating hedge fund performance. Technology is central to many modern trading strategies. Informed investors are better positioned to navigate complex alternatives like hedge funds. Chapters 00:00 Introduction to Hedge Funds 02:12 Understanding Hedge Funds 05:30 Fee Structures and Costs 10:00 Performance and Survivorship Bias 16:08 Hedge Fund Strategies Overview 22:43 Long-Short and Market Neutral Strategies 23:40 Understanding Long-Short Strategies 30:10 Exploring Market Neutral Strategies 38:11 Diving into Arbitrage and Quantitative Strategies   Links Join Us Live on YouTube – June 2nd at 2PM ET! Want to go beyond the podcast and be part of the conversation in real time? Wade and Alex will be hosting a special Retire With Style YouTube Live session, where you can ask your retirement questions and get answers on the spot. Head over to our YouTube channel now, hit Subscribe, and click the bell to get notified when we go live. We'll see you there! https://www.youtube.com/@retirewithstylepodcast The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”

On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Dave Way takes the stage at VISION+ to share his investment philosophy and his current market outlook. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Throughout the '50s and '60s songs were short, got longer in the '70s and 80s, then shorter in the streaming era. But does a short song mean you get short changed?

Ali Yarrow thought her childbirth experience would be hers to guide. Instead, she found it was guided by the American obstetrics system — a model that was designed by men. Ali documented what she uncovered in her eye-opening book, Birth Control, and joins us to share what she learned about maternal care in the U.S., how we got here, and how to advocate for ourselves in a system stacked against both patients and providers. *When you use our affilate links to purchase books, we earn a commission, which helps support our work! … Recommendations from the archive • #27 Rewriting Your Birth Story • #28 The Missing Chapter to Ina May's Guide • #218 Ina May's Guide, Completely Revised and Updated … Doula Resources Doulas often lead to better birth outcomes. Find one in your area through DONA International. Doula Training If you're a birth partner, you can train to be a doula yourself! • DONA birth doula certification training • CAPPA birth doula certification training • MaternityWise Institute birth doula certification training Low-Cost/No-Cost Doula Services Many cities have low/no-cost doula programs for low-income individuals. Contact local birthing centers, hospitals, and state health departments for more info. Below are some examples. • NYC's Citywide Doula Initiative • HealthConnect One community based doula services • Community Doula Network (DC Area) • Happy Mama Healthy Baby Alliance (LA Area) … Sponsors (using our links supports the show!) • Blissy: 60 nights risk-free plus 30% off at blissy.com/LONGSHORTPOD with code LONGSHORTPOD • Alloy: $20 off your first order at myalloy.com/LONGSHORT with code LONGSHORT … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Pip erklärt seine Long-Short Strategie und wie der Anleihenmarkt funktioniert. Es kommt eine neue Vision Pro und Katy Perry war (kurz) im Weltall. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Long-Short Strategie (00:01:40) Anleihen (00:16:25) ChatGPT (00:24:35)  Apple Vision Pro 2 (00:28:10) Amazon (00:33:45) Palantir (00:38:00) Nvidia (00:44:33) DOGE (00:54:25) Meta (01:04:05) AI Lieferkettenrisiko (01:08:00) Trump ist nachtragend (01:13:20) Astronautinnen Shownotes Apple bereitet ein Paar Headsets vor und blickt dennoch auf Brillen voraus Bloomberg ChatGPT erreicht 1 Milliarde Nutzer? In nur wenigen Wochen verdoppelt“, sagt der CEO von OpenAI Forbes Carneys Schachmatt: Wie Kanadas stilles Anleihenspiel Trump zum Verzicht auf Zölle zwang Dean Blundell Amazon testet angeblich den Einsatz von Zustellern für die Notfallhilfe PYMNTS Cybersecurity-Industrie verstummt, als Trump den Zorn auf SentinelOne richtet Reuters ByteDance entwickelt AI Smart Glasses The Information Meta holt ehemaligen Trump-Berater und Stripe-CEO in den Vorstand The Information Mark Zuckerberg, der Kronzeuge, steht wieder auf dem heißen Stuhl New York Times KI-halluzinierte Code-Abhängigkeiten werden zum neuen Lieferkettenrisiko Bleeping Computer Nato erwirbt KI-Militärsystem von Palantir Financial Times Carole Cadwalladr: This is what a digital coup looks like TED Christopfer Krebs Press Release Trump's attacks on law firms are an attack on law itself The Guardian Bipartisan Deficit Tracker

A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander discusses with Chief Market Strategist Daniel Morris how these strategies can appeal to investors looking for less risk and less volatility in their portfolios.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

When we last heard from CJ, they were struggling to figure out how to achieve their lifelong dream of becoming a dad. CJ now has a kid, but getting there was a total rollercoaster — including sperm mishaps, blatant discrimination, and an underground group of queer midwives in Athens. Buckle up, because this ride is a wild one! Note: this episode contains mature content, so probably not one to listen to with the kids. … CJ's first episode #170 Becoming a Single Dad While Trans … Resources for trans pregnancy + parenthood • Trans Fertility Co. • Fenway Health • Family Equality • UCSF Transgender Care … Sponsors (using our links supports the show!) • Betterhelp: betterhelp.com/longshort for 10% off your first month • Acorns Early: first month free with acornsearly.com/longshort • Hungryroot: hungryroot.com/longshort with code LONGSHORT for 40% off your first box and a free item of your choice for life … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sex ed in schools isn't cutting it, and studies show that kids are turning to porn for answers. In this episode, Traci Thomas of The Stacks podcast joins us to suggest books that help tweens and teens navigate the complicated world of sex and relationships. We'll cover fiction and nonfiction — plus a few picks to help spice up the sex lives of parents! … Recent episodes about sex ed • #220 The Staircase • #221 How to Now (Accidentally) Raise a Rapist … Episode resources • More about Traci • Full list of books mentioned in this episode … Episode sponsors (using our links supports the show!) • Alloy: $20 off your 1st order at alloy.com/LONGEST • Hungryroot: 40% off 1st box + free item in every box for life at hungryroot.com/LONGSHORT with code LONGSHORT • Quince: free shipping + 365-day returns at quince.com/LONGSHORT … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Last time we heard from Andrea Silenzi, she was navigating the wild world of sperm shopping as a single woman in her mid-30s who wanted to become a mom. Five years later, Andrea's back with an exciting update. Hint: she's no longer single and no longer shopping. … Hear “The Single Lady's Guide to Sperm Shopping” • #208 Sperm Series: I Download an App • #209 Sperm Series: I Visit a Sperm Bank • #210 Sperm Series: I Ask a Friend Hear the episode about Andrea's doctor • #183 Postpartum House Arrest … Sponsors (using our links supports the show!) • Alloy: $20 off your 1st order at alloy.com/LONGEST • Hungryroot: 40% off 1st box + free item in every box for life at hungryroot.com/LONGSHORT with code LONGSHORT • Quince: free shipping + 365-day returns at quince.com/LONGSHORT … Join LST+ for community and access to You Know What, another show in the Longest Shortest universe! Follow us on Instagram Website: longestshortesttime.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

"Eine Große Koalition wäre aus Börsensicht die beste Lösung. Ein Weiter-so mit Tendenz zu Verbesserungen", meint Wiki-Trader Christian Scheid im Interview nach der Bundestagswahl. Eine Korrektur in den Märkten ist immer möglich, kleinere (oder größere) Kipppunkte reichen, wie zum Beispiel drastische Einsparungen im US-Haushalt. In Deutschland wartet nicht nur Christian Scheid auf das Comeback der Nebenwerte. "Ich stehe mit Cash bereit. Ich sehe erste Belebungstendenzen." Über 85 % Cash im Wikifolio Special Situations long/short ( https://go.brn-ag.de/398 ), darunter einige Übernahmekandidaten: "Bei PNE würde ich sogar noch einmal nachkaufen. Der Aktienkurs der Commerzbank kennt keine Grenzen. Eine der spannendsten Storys seit vielen Jahren, daher mit der höchsten Gewichtung im Depot: Pentixapharm."

Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal.Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro.Seleção das partes mais interessantes das Lives de segunda.Live 306 - Visão do Estrategistahttps://youtube.com/live/3zEhf8lIt7E

Send us a textIn this episode of The Wall Street Skinny, hosts Jen and Kristen sit down with the extraordinary Avery Sheffield, co-founder, Chief Investment Officer, and Senior Portfolio Manager at VantageRock, the long-short equity strategy within Rockefeller Asset Management. In this conversation, Avery distills complex financial strategies and concepts, such as information asymmetry, formulating investment theses, and balancing long and short positions in equity markets. She shares invaluable insights into the intersection of macroeconomic trends and equity valuation.Avery's discussion dives deep into the core mechanics of managing an equity portfolio, including the pivotal role of catalysts in shifting market sentiment and valuation. Her expertise in identifying opportunities amid information overload—what she describes as “seeking asymmetry”—provides a fascinating look into how successful investment strategies are built. Avery also explains how behavioral psychology concepts, like anchoring and herding, influence market dynamics, and how she integrates them into her decision-making process. Her illustrative examples of recent market movements, such as the structural changes in the airline industry, offer listeners actionable takeaways and a clearer understanding of practical investment strategies.What sets Avery apart is not just her professional prowess but her ability to manage a high-pressure career alongside raising four young children. As a mother and a leader, she shares her approach to work-life balance, highlighting the power of careful planning, teamwork, and leveraging support systems. Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...

Prime Minister Justin Trudeau announced his resignation as the leader of the Liberal Party. Government will be prorogued until March 24th while a new Liberal party leader is chosen. The dollar popped on the news, and the TSX Composite opened higher earlier this week. So what are some of the policy and investment implications of Trudeau's decision? And what might this mean for options trading? Joining the show today to unpack all this and more is Fidelity Portfolio Manager, David Way, and former Liberal Finance Advisor and Political Strategist Tyler Meredith. Recorded on January 7, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We're back with another silly season MBM, focusing on something random within the game of golf due to the lack of interesting golf to talk about this time of year. Today's topic is golf apparel. More specifically, golf apparel brands and which ones we are long on, short on, and holding. As the game has grown, so has the offering on the apparel front and it feels like there are more options and decisions to be made than ever around what to wear. Which ones do we recommend or not? Tune in to find out! Hope you all enjoy this conversation. Thanks for the support as always! Cheers,  - The Tie Guys Chapters: 00:00 Introduction and Aesthetic Setup 08:24 Food Adventures: Paella and Spicy Thai 16:14 Reading Recommendations and Sports Profiles 23:57 Critique of Sunday Red 29:48 Under Armour's Struggles in Golf 36:09 The Legacy of Peter Millar Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thetiepodcast.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.instagram.com/thetiepodcast/?hl=en⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mobile.twitter.com/thetiepodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ GoodWalk Coffee:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://goodwalkcoffee.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  CODE: thetie for 20% off  BDraddy: bdraddy.com  CODE: thetie25 for 25% off Keywords: golf, apparel, drinking, dining, food, sports, Army-Navy game, Manners Golf, holiday season, golf fashion, clothing brands, Holderness and Bourne, Sunday Red, Under Armour, B. Dratty, Peter Millar, golf apparel, brand critique, golf style

Progressive's Jeremy McKeown and David Seaman of Alpha Cygni Investment Management are joined by Richard Stuckey, the manager of the Ennismore Global Equity Fund, to discuss the management of a long-short strategy in smaller global companies. 00:22 - Introduction 09:49 - Managing risk in a long-short strategy 22:30 - How does shorting affect the overall portfolio structure? 24:11 - Genus (GNS) 33:38 - Paradox Interactive 40:51 - Geographic diversity & considering macro risks 43:18 - Managing market inefficiency driven by mega-cap tech stocks, passive investment and meme-driven markets 47:10 - Investing mistakes and learnings 50:32 - Conclusion About: Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy's role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers' propositions. About Progressive Research. Produced by Progressive Research, Distributed by PIWORLD

Have you ever wondered how fund managers deliver a successful long-short strategy? David Seaman of Alpha Cygni Investment Management recently joined me for a conversation with Richard Stuckey, the manager of the Ennismore Global Smaller Companies Fund, about managing such a strategy in smaller global companies.  In this fascinating chat, Richard discusses different approaches to shorting equities and how they involve different approaches to risk management at the stock and portfolio levels. He outlines a couple of examples of stocks he and his team have successfully shorted that turned out to be deceptions. We then discuss two long positions he recently added to his portfolio. Genus, a UK–listed animal genetics company, Genus and Paradox Interactive, a Scandinavian-listed games publisherRichard then discusses the geographic spread of his fund and how to think about market inefficiency driven by the rise of the mega-cap tech stocks, passive investment and meme-driven markets.And… importantly, how to adapt investment strategy in a market that can remain inefficient for a long time. This is a masterclass in the often counterintuitive art of managing an absolute return strategy in a volatile and illiquid asset class. While not for everyone, it can offer downside protection in choppy markets while providing long-term exposure to quality compounding equities.I must remind you that this is only for information purposes and is NOT investment advice. The views expressed in the podcast are personal to the contributors and do not represent Progressive Equity's views. Please enjoy our conversation with Richard Stuckey.Made possible by Progressive Equity.      

December 5th, 2024 - With guest host Mike Koeniger, we welcome back Brent Haynes to talk about the infamous Southern Poverty Law Center. Then we're joined again by the inimitable Fr. Charles Murr. Includes the full Aftershow conversation. TheStationOfTheCross.com/ACT  

Remember in 2022 when both stocks and bonds fell in lockstep? Did you think diversification failed? Want to build a more diversified, resilient portfolio to better grow and protect your hard-earned dollars? Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and bonds. Here's some of what we discuss in this episode: How this strategy helps with asset allocation and tax efficiency. The strategy involves long and short positions in a basket of stocks. Who are the clients that would benefit the most from this? Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

"Das Eigenkapitalforum ist genau meine Spielwiese", so wiki-Trader Christian Scheid, "denn hier in Frankfurt präsentieren sich viele Unternehmen aus dem Small- und Midcap-Bereich." Das Börsenradio sendet aus dem Camper-Studio im Steigenberger Airport Hotel Frankfurt. Lediglich acht Werte befinden sich im wikifolio Special Situations long/short ( https://go.brn-ag.de/361 ), Scheid hält über 50 % Cash im Hintergrund, "weil ich kurzfristige Chancen wahrnehmen möchte. Cash ist für mich Risikokontrolle". "Als Trader versuche ich, spannende Sondersituationen herauszupicken." Nach Gewichtung im Portfolio: Bavarian Nordic, PENTIXAPHARM, Commerzbank, Covestro, Deutsche Wohnen, Salzgitter ("Übernahmestorys finde ich seit jeher spannend"), BRAIN sowie NAKIKI SE (vormals windeln.de) als "Spaßposition".

Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss. In part 1 of this series, Kevin Kroskey, CFP®, MBA explored why adding the TALS strategy may yield significant investing and tax benefits. He described how TALS can help you defer, avoid, and potentially eliminate your capital gains. For the most successful investors that meet the definition of an SEC Qualified Purchaser, generally one with $5m+ of investments, there is another leg to the TALS strategy that can help you solve your ordinary income tax problems too. Whether derived through your business or from non-business income such as wages, interest, non-qualified dividends be sure to tune in and listen closely.   Here's some of what we discuss in this episode: Why should you care about this investing strategy? The tax benefits to TALS and the keys to smart trading and executing. Applications of how realizing capital losses can be beneficial. The TALS separately managed account and limited partnerships strategy.   Learn more about tax strategies and tax-aware investing here: https://www.truewealthdesign.com/part-2-the-long-and-short-on-tax-aware-long-short-tals-investing/   Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

On Tuesday November 5, Fidelity Canada hosted FOCUS 2024 in Quebec City, connecting our portfolio managers and experts with advisors. Portfolio manager David Way manages Fidelity Long/Short Alternative Fund, and on today's podcast we'll hear David's session from the event, speaking with host Charles Danis, VP Regional Sales Eastern Canada. We'll hear about David's long/short investing approach and the potential value of alternative strategies in portfolios. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

For successful investors and high-income earners, this is an episode not to miss... Sure, you can own an S&P 500 ETF or mutual fund. You could also own the 500 stocks individually, a strategy nowadays called direct indexing. Direct indexing aims to capitalize on individual stock volatility and add tax benefits by harvesting losses. Or you may choose to go a step farther up the complexity ladder to own the 500 stocks individually with a tax-aware, long-short overlay. Let's call that TALS for short. Here you expect to obtain the return of the S&P 500, add an extra return from the overlay, increase diversification, and provide significantly more tax benefits than direct indexing. It's a mouthful, but it sure sounds good! Have a sizable brokerage account? Have unrealized capital gains? Be sure to listen to Kevin Kroskey, CFP®, MBA explore why adding the TALS strategy can help solve these good problems to have. Here's some of what we discuss in this episode: The Q4 focus for our clients and an office update. These strategies are bit more complex so they broadly apply more for successful investors. The risks associated with TALS. The 3 key building blocks for this strategy.   Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Tax-Loss Harvesting: Wall Street's New Strategy Cuts Rich Americans' Bills – Bloomberg - https://www.bloomberg.com/news/features/2024-10-24/tax-loss-harvesting-wall-street-s-new-strategy-cuts-rich-americans-bills   Watch Wall Street Finds Another Workaround With Taxes, Losses – Bloomberg - https://www.bloomberg.com/news/videos/2024-10-25/wall-street-finds-another-workaround-with-taxes-losses-video

Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky's path to launching Eminence in his twenties and the evolution of long-short investing in the decades since. We dive into Eminence's culture, adaptation in the investment process, and creation of investment products to meet the needs of allocators, each of which has been an essential part of the firm's ability to survive and thrive amid changing market dynamics. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

K*News for Kids 文字檔 (國小) ________________________________ In June, two astronauts were excited. They were flying a spaceship to the ISS. That's the International Space Station. 六月時，兩個很興奮的太空人，駕著太空船飛到了 ISS，也就是國際太空站。 Astronauts try new things in space there! These things help us learn more about space. 太空人要嘗試很多新事物，幫助我們更了解太空。 The ISS is also a big space home. Some astronauts live there for six months. Some visit for a short time. The two astronauts were going to visit for eight days. 國際太空站是個大型的太空之家，兩個太空人原本要住在那裡八天。 But their spaceship had some problems. It has small engines. They help the spaceship fly. But some small engines didn't work well. Scientists on Earth didn't know why. But the two astronauts got to the ISS safely. 他們順利到了國際太空站，但是太空船的引擎出了問題! 科學家們都找不出原因。 The engines were not easy to fix. So the astronauts didn't fly home after eight days. They didn't fly home after eight weeks! 引擎很難修理，所以他們在太空站待了 8 個星期都還沒回家! Then the engines were fixed. But was the spaceship safe for the astronauts? The scientists didn't know. 引擎最後修好了，但科學家不確定太空船安不安全。 So the astronauts will use another spaceship. And they will fly home… next year, in February! 所以這兩位太空人會使用另一艘太空船˙，不過要等到明年 2 月才能回到家 ! The astronauts' eight-day trip will be an eight-month trip! Everyone will be very happy when they come home! ---------------------------------------------------------------------------------------------------------------- Vocabulary 原本要在國際太空站待八天的兩名太空人，結果必須待上八個月。 1) spaceship 太空船。 The spaceship that took two astronauts up there in June 六月時把兩個太空人送上去的太空船…. Yeah, I remember. 對，我記得。 …has come back without them.回來了，沒有帶他們。 2) safely 安全地。 It's back on Earth.它回到了地球。 That's right. NASA didn't believe it could come back safely. 對，太空總署不相信它可以安全回來。 3) month 月份。 What about the two astronauts? 那兩個太空人呢? Oh, they'll just be up there,他們就會待在上面， watching the moon and stars for months.欣賞月球跟星星好幾個月。 4) fly 飛行。 Too bad they can't just fly back. 真糟糕，不能直接飛回來。 Do you want to fly to space? 來一起讀單字。 spaceship太空船 safely安全地 month月份 fly飛行 ---------------------------------------------------------------------------------------------------------------- Quiz 1. What does "ISS" mean? a. In Space Station b. International Space Station c. Internet Spaceship Station 2. In June, how long were the astronauts going to visit the ISS? a. Eight days b. Eight weeks c. Six months 3. What did not work well on the spaceship? a. Scientists b. Astronauts c. Small engines Answers 1. b 2. a 3. c -- Hosting provided by SoundOn

Imagine, you're a woman – one of very few women even in hedge funds. And you've got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That's what. Today's guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That's why I can't wait for you to hear from her as we discuss: Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry The breaking point that led her to step away from her dream job and finance altogether How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFGMore about Shannon:Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA.Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe Resources mentioned in this episode:Books: The Hard Thing About Hard Things, Ben Horowitz | Powerful, Patti McCord | Atomic Habits, James Clear | The Power of Now, Eckhart TolleSong: Coolio — Fantastic Voyage - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

TIME STAMPS: 00:42 Dr. Abs is from HARLEY STREET, LONDON. Cosmetic & Longevity Medicine Clinical Trainer, Lecturer, Speaker, & Author  IG is @ doctor.abs  YOUTUBE channel is Dr. Abs 02:42 “If you hate what you're doing, you'll never be any good!” How to make your nutrition journey fun and exciting. 06:32 Phill (N Hamton, UK) questions around troubleshooting SKIN DRYNESS and rashes that won't go away even after going Carnivore; dietary and topical recommendations. 11:01 Review of Fierce Nature Tallow Balm (UK) - loaded with vitamins A, D & K!  and how to troubleshoot skin dryness. US listeners check out PURELY TALLOW ANIMAL BASED SKINCARE: Save 10% with code COLT10!  12:20 SQUALENE OIL for preventing water from evaporating from your skin and alleviate symptoms of ECZEMA & other skin conditions.  16:27 Justin Weisner - BOXER from New York City: EXOGENOUS KETONES vs WHITE RICE (30g) pre workout? 17:27 Why “the ideal pre workout doesn't exist” if you're following a species-appropriate diet! 23:32 How to use KETO MOJO, BIOSENSE and other ketone testing devices. 32:02 Can you LOWER YOUR BODY'S NATURAL preferred body fat percentage by making dietary lifestyle changes? 35:02 How to determine whether TRACKING MACROS or INTUITIVE EATING is a more effective strategy for you to lose weight. 40:04 Davina, from Ireland - what a BEGINNER HOME WORKOUT SPLIT should look like once you've established foundational lifestyle habits and have established a healthy routine around how to eat. 44:23 Dietary changes to consider when beginning a strength training program. 51:00 Burning fat POST C SECTION. 54:03 Ashley Dunbar - are thoughts on RAW DAIRY vs PROCESSED DAIRY and prioritizing LCFA's in the evening and STFA's earlier in the day since she's eating 2MAD + coffee/cream? 58:43 RAW LIVER = NATURE'S MULTIVITAMIN! Is it okay to eat it every day and should anyone be worried about overdosing vitamin A?  01:04:02 Taylor Shuey  (IG: tshuey) - “What happens when you combine eating LONG SHORT and MEDIUM fatty acids at the same time?” 01:07:17 THIS WEEK'S LISTENER INSPIRING SUCCESS STORY -  Rusty Lamb - New York City IG: rustybbqlamb 01:11:18 Calling out yet another BAD ONLINE COACH teaching to avoid eating red meat. 01:13:32 Danielle Fischer - WNBF pro - peaking using Richard Smith's “triple refeed” as I call it: 01:20:11 Refeeding & filling out on LONG CHAIN FATTY ACIDS; the difference between LONG, MEDIUM, SHORT fatty acids and EXOGENOUS KETONES in terms of fat for fuel. 01:22:39 A thorough review and analysis of TRANS ALANYL GLUTAMINE by Metabolic Nutrition. 01:27:22 DIPEPTIDES and the purpose of bonding ALANINE to GLUTAMINE to enhance absorption and bioavailability. 01:29:32 GLUTAMINE and its power in combating TRAUMA and improving muscle recovery! 01:33:02 Thorough review & analysis of CREATINE GLYCEROL PHOSPHATE by Metabolic Nutrition, and how it's different from CREATINE HYDROCHLORIDE and CREATINE MONOHYDRATE; experiences and discussion around water retention as it pertains to MUSCLE CELLS and your SUBCUTANEOUS LAYER for optimal aesthetics and performance. 01:43:54 Thoughts on sipping on bone broth vs. aminos throughout the day to maximize recovery and intermittent fasting?! 01:46:35 Natural ways to improve the health and aesthetics of your TEETH through your diet and lifestyle. 01:54:42 Inspiring advice for YOUTUBE CONTENT CREATORS! 01:59:21 Where to follow Dr. Abs and all of his content, especially his NEW PODCAST!

In September, this Arctic Tern flies from Alaska all the way to Antarctica. Rufous Hummingbirds follow pathways of mountain wildflowers, from as far north as Alaska south to Mexico. Ruby-crowned Kinglets, migrate altitudinally from the mountains to the lowlands. Each of these birds migrates, but on a very different course. All make the most of food and breeding opportunities that change with the seasons.More info and transcript at BirdNote.org. Want more BirdNote? Subscribe to our weekly newsletter. Sign up for BirdNote+ to get ad-free listening and other perks. BirdNote is a nonprofit. Your tax-deductible gift makes these shows possible.

We had the incredible opportunity to sit down with Kat Sosnick, a woman whose impressive career spans three decades running portfolios of up to a billion dollars at some of the world's most legendary Equity Long/Short Hedge Funds, including Tiger Management, Pequot, and Perry Capital.  Kat is a specialist in the consumer retail space, and shares stories with us of how she applied her passion for investigative journalism to doing “grassroots” analysis at the core of her investment theses.  Kat gave us the scoop on how she decided to invest in winners like Costco and Amazon, how she earned the nickname "The Grim Reaper" for her fearless shorts of other companies, how she beat stage four cancer and navigated motherhood in one of the most secretive and notoriously male dominated segments of high finance, and how she combats imposter syndrome in her current coaching business.  She tells us how she had to stop watching "Billions" because it hit too close to home!Whether you are considering a career as an investor or simply want the inside scoop on some of the most prominent hedge funds of all time, you'll want to listen to Kat's invaluable advice gleaned from decades of personal experience.Follow Kat on LinkedIn at https://www.linkedin.com/in/katsosnick?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appand check out Greene Street Coaching here:https://greenestreetcoaching.com/ Book a free consultation at https://www.thisfirst.com, and use the code "WSS10" for a 10% discount on your prenup! Get a free trail of Macabacus here using this link! https://macabacus.comFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.

Today we dive into Equity Long Short Hedge Funds with David Semenza of Islander Capital Partners. We get into what an equity long short hedge fund is, how it differs from other types of hedge funds, how leverage factors in, what makes a good public equity investor, how it differs from private equity and so much more.  Book a free consultation at https://www.thisfirst.com, and use the code "WSS10" for a 10% discount on your prenup! Download Macabacus today here: https://macabacus.com/Follow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.

Portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how European markets are evolving and how long/short investors can potentially make the most of the changes.2:15 – Long/short investing amid Europe's structural shifts5:00 – Bubble or durable regime change?7:30 – Energy transition10:00 – Defense sector deep dive15:45 – Bottom-up stock picking18:30 – Evaluating emerging technologies20:30 – Investing with an engineering mindset

The story of a dictator who sought to hold power by allying himself psychically with a powerful beast. The Beast-Helper by Frank Belknap Long, that's next on The Lost Sci-Fi Podcast.Let's turn back the clock almost 90 years to August 1934 and open Weird Tales Magazine to page 204, The Beast-Helper by Frank Belknap Long…Next on The Lost Sci-Fi Podcast, The Beast of Boredom wasn't a weapon or a bribe, as he thought. But it was the most ingenious trap of all time! The Beast of Boredom by Richard R. Smith.☕ Buy Me a Coffee https://www.buymeacoffee.com/scottsV===========================

When the energy of Earth's experimental station in space runs amuck, scientist Roger Sheldon puts up a big battle! Atomic Station by Frank Belknap Long, that's next on The Lost Sci-Fi Podcast.This is the second appearance on the podcast for Frank Belknap Long. You may remember the Time Travel story The Man From Time. Today's titillating tale is from the Winter 1946 issue of Thrilling Wonder Stories magazine. Turn to page 83, Atomic Station by Frank Belknap Long…Next on The Lost Sci-Fi Podcast, When Dave Carter tried to rescue the Denebians he found himself in a den of thieves. And he had cause to remember Shakespeare's observation: "He
who steals my purse steals trash.” The Mystery of Deneb IV by Robert Silverberg.☕ Buy Me a Coffee https://www.buymeacoffee.com/scottsV===========================

In this episode of HedgeD, we replay the April 25, 2024 HedgeD, With A Capital “D” webinar featuring Mark Yusko and Cory Lester of Morgan Creek Capital Management. Mark and Cory provide an update to previous podcasts where they discussed why they think higher interest rates should benefit long/short equity strategies. They are already starting to see some encouraging signs of this dynamic showing up in the performance data for the asset class so far in 2024. We hope you enjoy their insights into the topic.  Follow us on Twitter @HedgeD_Podcast   Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/  Join the HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com  Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

On April 18th and April 19th, Fidelity Investments Canada hosted FOCUS 2024, a two-day event for advisors, featuring insights from Fidelity's portfolio managers and subject matter experts. For today's podcast, we're bringing you a discussion from this event, featuring portfolio manager and CIO Andrew Marchese and portfolio manager Reetu Kumra who both sat down with host Glen Davdison. Today we'll hear how the fund is managed, how it complements other Fidelity alternative funds, and how it harnesses the power and depth of our research team. Reetu notes the fund essentially goes long on buy-rated names and goes short on sell-rated stocks. Andrew adds our research analysts are very good at picking out stocks that we don't want to own, but he says in most situations those stocks could eventually hold much opportunity. Recorded on April 19, 2024   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

BDL es una gestora francesa independiente de análisis fundamental que gestiona actualmente cerca de 3.000 millones de euros con sus fondos BDL Rempart (fondo long-short que gestiona 1.080 millones) y BDL Convictions (fondo long only que gestiona 1.000 millones), ambos de renta variable europea. Flavien del Pino nos explicará la estrategia de inversión de los dos fondos, que se orienta hacia empresas que presentan tanto un buen modelo de negocio como un precio atractivo, dando especial importancia al FCF/EV. Flavien complementará su exposición explicando casos reales de inversión.    Flavien del Pino es director de BDL Capital Management España. Flavien se unió a Exane BNP Paribas en 2012. Después de una temporada en el equipo de ventas en Nueva York y luego en el departamento de análisis en Londres, trabajó durante más de 5 años como vendedor de acciones en París. En 2019 se unió al equipo de desarrollo de BDL Capital Management en París. Hace dos años se trasladó a Madrid para crear la sucursal de BDL en España, de la que es ahora director y responsable de desarrollo. 

The Dallas Stars have had an interesting February so far, and they haven't even hit the most interesting part of their schedule. We're probably not the first people to point out how much of a test this month will be – but we can belabor the point with the best of them. That's one reason why Wes and Tyler settled in to talk about how it started, how it's going, and what to expect. Can the Victory Green Gang gain momentum, or will they settle for holding serve? We'll talk about this, and so much more. Can we podcast any more this week? (Well, technically, probably not, because it's already Saturday.) Tell us where to get off at Defending Big D, or contact us @WesALawrence or @KETibbetts on the birdy app. And do the Stars fan in your life a favor – share this podcast with them. Give us a rate or review while you're at it. Your love keeps us going.

The Dallas Stars have had an interesting February so far, and they haven't even hit the most interesting part of their schedule. We're probably not the first people to point out how much of a test this month will be – but we can belabor the point with the best of them. That's one reason why Wes and Tyler settled in to talk about how it started, how it's going, and what to expect. Can the Victory Green Gang gain momentum, or will they settle for holding serve? We'll talk about this, and so much more. Can we podcast any more this week? (Well, technically, probably not, because it's already Saturday.) Tell us where to get off at Defending Big D, or contact us @WesALawrence or @KETibbetts on the birdy app. And do the Stars fan in your life a favor – share this podcast with them. Give us a rate or review while you're at it. Your love keeps us going.

Hello & welcome to Chit & Chat; encouraging one another podcast. In this episode we have line up for a very fun interview with an Australian duo called, "The Long & Short of It." The Long and Short Of It are David Baird and Patsy Toop OAM, who first met in 2007 and already have an impressive resume to boot that includes six album releases, two EPs, and have earnt themselves a slew of awards including a Tamworth Songwriters Award (2011), a Tasmanian Independent Country Music Award for Most Popular Duo (2016), three-time winner of an Indie Country Music Australia (ICMA) Award for Most Popular Independent Country Duo (2017, 2019 & 2021), a Southern Star Awards Award for Best Duo or Band (2016) and a two-time winner of a Gold Media Medallion Award for Best Duo Nationally (2015 & 2018) – to name a few.The pair's sumptuous harmonies have been described as "honey-coated chocolate".  David and Patsy continue to uphold their commitment to penning songs that are relatable, inspirational and are storytelling.  Since their first release in 2009, the pair have continued to grow musically with every release. I am sharing their songs "How Big is It." Other songs we are lined up are: Stuart Bedford; They Can't Put Me Back Together, you can find him on Facebook. Austin Hopkins: Letting Go, you can check out his website at https://www.austinhopkinsmusic.com Thank you so much for all my sponsors who have been a part of this amazing podcasting journey. If you are in the area here in Washington state, please check out these amazing businesses that are all locally owned and operated. Love some donuts? Them check out Lone Star Donuts: 360-204-5021 in Silverdale, 360-443-2600 in Port Orchard, 360-626-1164 in Poulsbo, Washington Looking for some very delicious Mexican Food? Well, you have to check out: Taquiza 360-698-4335 Taquiza Street 360-200-7315 If you are looking to upgrade you menus, or websites for you business, then contact my friend Alex Pablo; aldentedigitals.com, He helps create menus & helps design websites for restaurants. These are also some great places to grab some delicious food: 19TH Hole Bar & Grill 360-813-3501- i love their Fish & Chips!!! Chico Chicken & Pizza 360-550-4041 The Big Apple Diner 360-373-8242- over 30 shakes available and great tasting burgers too.. Double D's BBQ & Smokery- great tasting BBQ and amazing desserts.. Also if you are looking to improve your business with some amazing tumblers, t-shirts, signs, stickers, coffee cups & much much more then you have to check out the Dandelion Sticker Company, Amanda can bring you vision to a reality. You can email her @dandelionstickerco@gmail.com or check out her Facebook page and you can see what she has done as well @ https://www.etsy.com/shop/DandelionStickerCo She has created some awesome stickers for this podcast & i ordered a tumbler, i gave her an idea and poof she created it. It's awesome.. When you head over to my website at WWW.CHITNCHATPODCAST.COM, I have links to each one of these business. You have the ability to click on each on and get more info about each of these AMAZING businesses. And if you are local you could place you order for some very delicious food or connect with them to place an order of whatever you need. Eat Well, Eat Local. If you haven't subscribe or are following the podcast, please do so. You can find us on Spotify, I-Heart Radio, and many other podcasting platforms. You can also hear the podcast on www.totalmixxradio.org, We are also being playing on HGB Canada Radio as well. When you head over to the Total Mixx Radio website, check out the schedule and you will be able to see the time slot for the podcast which airs every Friday it's a great radio station that plays some amazing tunes and all kinds of genres and a bunch of independent artists from all over the world. It's always fun, encouraging and uplifting. Thank you for your continued support and encouragement to this podcast and until next time. --- Send in a voice message: https://podcasters.spotify.com/pod/show/jody-shuffield/message

The topic of marketing effectiveness has become quite polarized, particularly here in North America. While some embrace it, others find it too theoretical. In this episode, we're joined by David Tillman, SVP Content at WARC, to delve into Mark Ritson's recent article, which highlights a critique of (North) American marketers for lagging on the principles of marketing effectiveness. We also take this opportunity to discuss the Contagious NYC event that is happening on January 24th. We hope you enjoy the show! Our Guest David Tiltman SVP Content @ WARC Host of the WARC Podcast David's LinkedIn https://www.linkedin.com/in/david-tiltman-5a2a6614/ WARC: https://www.linkedin.com/company/warc/ Our Hosts: Follow our updates here: ⁠⁠https://www.linkedin.com/company/sleeping-barber/⁠⁠ Get in touch with our hosts: Marc Binkley: ⁠⁠https://www.linkedin.com/in/marcbinkley/ Vassilis Douros: ⁠⁠https://www.linkedin.com/in/vassilisdouros/⁠ Links: Most Contagious Event: https://contagious.swoogo.com/mostcontagiousnewyork WARC https://www.warc.com/ Mark Ritson & Fergus OCarol talk about his controversial column https://www.onstrategyshowcase.com/episode/mark-ritson-talks-about-his-controversial-column-in-marketing-week About Most Contagious Jan 2024 in NYC https://contagious.swoogo.com/mostcontagiousnewyork/4338022?ref=Creative+Impact How Brands Grow https://marketingscience.info/how-brands-grow/ The Long & Short of It https://ipa.co.uk/knowledge/publications-reports/the-long-and-the-short-of-it-balancing-short-and-long-term-marketing-strategies James Hurman's Creative Effectiveness Ladder https://www.warc.com/newsandopinion/news/cannes-lions-and-warc-reveal-secrets-to-creative-effectiveness/43765 5/95 Rule https://www.marketingweek.com/peter-weinberg-jon-lombardo-95-5-rule/ Category Entry Points https://business.linkedin.com/marketing-solutions/b2b-institute/cep-in-b2b Building Distinctive Assets https://marketingscience.info/building-distinctive-brand-assets/ Promise to the Customers https://business.linkedin.com/marketing-solutions/b2b-institute/making-a-promise-to-the-customer Mark Riston's article about America falling behind https://www.marketingweek.com/effectiveness-ignorance-american-marketing/ Timestamps: 0:44 - Introduction to David Tiltman 2:34 - How WARC, Lions and Contagious fit under the Ascential banner 9:02 - What does marketing effectiveness mean? 14:26 - Rather than effectiveness, maybe we need to ask how we'll drive business value. 19:17 - Do marketers need a common set of KPIs, concepts and terms? 27:35 - Good starting points to dig into marketing effectiveness 31:45 - WARC's increasing commitment to the US in 2024 36:44 - About the Jan 2024 Most Contagious Event in NYC 44:15 - How to find out more about David & WARC's increasing commitment 47:02 - Post Pod with V and Marc Where to Listen: Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-sleeping-barber-a-business-and-marketing-podcast/id1609811324 Spotify: https://open.spotify.com/show/4v0kaM350zEY7X2VBuyfrF?si=7083317d5afd488b ⁠⁠ Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy84MWVjYWJhNC9wb2RjYXN0L3Jzcw?sa=X&ved=2ahUKEwji_oSOopP-AhXnlo4IHTZKBgYQ9sEGegQIARAC Youtube: https://www.youtube.com/@sleepingbarberpodcast © 2024 Sleeping Barber

George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded Gladstone in 2006 with seed capital from, well me at Protégé Partners, and six years later bought back the stake when still managing less than $100 million. In the dozen years since Gladstone has won awards for European Hedge Fund of the Year and the top performing five-year fund for three years in a row. Long before that, George became an International Chess Master and took third in the 1992 World Under-20 Chess Championships. We discuss George's path from chess to investing, alongside his college friend Roelof Botha of Sequoia, the challenges of the fundamental long-short equity model, the culture required to make it work, and how he does at Gladstone. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

I am so excited to have on Francesca Tarantino she a singer, musician, and actress.  She was born in Pennsylvania & moved to Florida just before her 8th birthday. She has always loved to sing, often belting out classic rock tunes while running around the house or riding in the car.  She got her first taste for performing on stage in second grade, when she closed out her school's talent show with “I Wanna Rock and Roll All Nite” by KISS.  A bit later she moved to Florida & started in a new school that gave her the opportunity to learn about acting, singing, & theatre.  Though a little nervous, with the guidance of her voice teacher, Francesca decided to audition for the lower school's production of Beauty and the Beast and was cast as a “silly girl' and Belle understudy. She continued with musical productions but music called her. Francesca was introduced to the guitar by her father when she was still a toddler.  Her fascination grew and soon she'd have an acoustic and then an electric all her own!  Currently she's learning how to play lead & is practicing some epic riffs.  She's even teaching her dad a few! Francesca has played some local gigs in and around Orlando and has participated in several open mics. & has sung the National Anthem at several sporting events for her school. She covers a wide range of artists such as: The Beatles, Stevie Nicks, KISS, and much more! She is currently writing her own material with DME Orlando. Francesca is eager and hardworking. She has big dreams and is grateful for any opportunity that comes her way. I am also doing a podcast Spotlight as I head back to Episode #31, I am replaying a few min, with comedian Ken Davis as he was inspired by a teacher at a very young age that pushed into a very lengthy career. The music i am sharing today and their websites are by: Francesca T- Tragedy; her website is Francescamusic.com & Spotify   Steve Aliment & Annie O'Neill; Moving Down the Line  You can find Steve on Spotify,   Sundae & Mr. Goessl: Last Night was the Last Time Their website is Sundaeandmrgoessl.com   The Long & Short of It: They are an Australian band, have them schedule for an interview soon and I am playing their song: Just One Moon Their website it thelongandshortofit.com.au   Thank you so much for all my sponsors who have been a part of this amazing podcasting journey. IF you are in the area here in Washington state, please check out these amazing businesses that are all locally owned and operated. Lone Star Donuts: 360-204-5021 in Silverdale, 360-443-2600 in Port Orchard, 360-626-1164 in Poulsbo, Washington Taquiza 360-698-4335 Taquiza Street 360-200-7315 Alex Pablo; aldentedigitals.com, He helps create menus and helps design websites for restaurants. 19TH Hole Bar & Grill 360-813-3501 Chico Chicken & Pizza 360-550-4041 The Big Apple Diner 360-373-8242 When you head over to my website at WWW.CHITNCHATPODCAST.COM, I have links to each one of these business. You have the ability to click on each on and get more info about each of these AMAZING businesses. And if you are local you could place you order for some very delicious food or connect with them to place an order of whatever you need. Eat Well, Eat Local. If you haven't subscribe or are following the podcast, please do so. You can find us on Spotify, I-Heart Radio, and many other podcasting platforms. You can also hear the podcast on www.totalmixxradio.org, We are also being playing on HGB Canada Radio as well. When you head over to the Total Mixx Radio website, check out the schedule and you will be able to see the time slot for the podcast which airs every Friday it's a great radio station that plays some amazing tunes and all kinds of genres and a bunch of independent artists from all over the world. It's always fun, encouraging and uplifting. Thank you for your continued support and encouragement to this podcast and until next time. --- Send in a voice message: https://podcasters.spotify.com/pod/show/jody-shuffield/message

Doug Croft lives in Charlotte North Carolina. For his own enjoyment, he journals poetically and occasionally writes essays. His poetry has twice appeared in the Rio Grande Valley International Poetry Festival Boundless Anthology, Waco WordFest Cultural Arts Festival, along with three magazines: Synkroniciti, Auroras & Blossoms, Culture Cult. He has received two awards in regional writing competitions and has written five sketches which have been performed in various settings. Carlton Clayton lives in Charlotte, North Carolina, where he is a volunteer with the North Carolina Writer's Network Prison Outreach Program and a member of the Charlotte Writer's Club. Though he is working on a full-length memoir, he enjoys most the short form. Carlton also has work in Pembroke Magazine, Iron Horse Literary Review, and the New York Quarterly.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Daniel Piderit Hernandez, Founder & Managing Partner, DPH Capital, a Miami-based global long/short equity fund. Daniel shares his outlook for global long/short equity investing including the greatest opportunities and challenges. He also shares how the firm integrates ESG, DEI and more. 

Louis Brandeis, an American lawyer and Supreme Court Justice, famously said, “sunlight is said to be the best of disinfectants.” In the October 2023 HedgeD, With A Capital “D” webinar, Mark Yusko and Cory Lester explain why higher interest rates can be seen as the financial market's sunlight, and why they believe the higher (i.e., brighter) they get, the better the operating environment for long/short equity managers may be. Please reach out if you would like to receive a copy of the presentation that Mark and Cory reference or visit the webinar version of the replay via the link in the show notes below. We hope you enjoy the conversation.  You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com   Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/  Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com  And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

Welcome to the CodeX Cantina where our mission is to get more people talking about books! Was there a theme or meaning you wanted us to talk about further? Let us know in the comments below! Let's talk about the spooky "The Pale Man" by Julius Long today! Julius Long Playlist: https://www.youtube.com/watch?v=qzhOqtDrlZY&list=PLHg_kbfrA7YBd1zTCw43mVBoBIajiQUiE ✨Do you have a Short Story or Novel you'd think we'd like or would want to see us cover? Join our Patreon to pick our reads.

Imagine, you're a woman – one of very few women even in hedge funds. And you've got your dream job, a high powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That's what. Today's guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That's why I can't wait for you to hear from her as we discuss: Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry The breaking point that led her to step away from her dream job and finance altogether How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFGMore about Shannon:Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA. - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

From front-running commodity index rolls to trading spreads, we're taking you on a bit of a historic journey with Emil Van Essen and Bryan Kiernan of Katonah Eve. Join us as we explore the evolution of their strategies and firm, while talking the world of commodities. In this episode, we'll uncover the evolution of Katonah Eve, from pulling data ahead of the game to mastering roll yields and transitioning into the world of spread trading. We'll also discuss what it takes to survive so long in this business, going institutional for in-house operations, and how they have more than just skin in the game, they're putting skin in the the pre-game as well to test new sources of Alpha. We unpack what makes their Long/Short Commodity strategy different, and how long/short differs from trend, and explore topics like term structure, spread trading and data, the importance of diversification, and the importance of testing ideas with live ammunition. And we can't talk with Emil without talking about the energy patch, the crypto space, and China – all of which we touch on. SEND IT! Chapters: 00:00-01:57= Intro 01:58-4:38= Mountain Bike Racing? 3:56-15:35= Evolution of EVE: Pulling data ahead of the game & Roll yields to spread trading 15:36-22:38= Expanding in-house infrastructure, market making, and the constant search for Alpha 22:39-37:15= Long/short Commodities, Term structure, Spread vs Trend & Diversification in Commodity markets 37:16-50:34= The Energy guy, Alpha in Crypto & inside China From the episode: Crude Oil goes negative…What ^%$# - Derivative podcast Follow along with Emil and Bryan on ⁠LinkedIn⁠ for more information! Don't forget to subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer

We're chatting with Julie Gates in today's episode regarding one of real estate's most lucrative assets - short-term rentals. As an advocate of individual uniqueness, hear her advice on how to persevere in real estate and how to leverage your personality, and to turn opportunities into cash flow. Get to know more valuable information by tuning in!Key Takeaways to Listen forReasons personality should be a factor in deal finding and service growthWhy it's a good idea to invest in short-term rentals in any RE marketWays to turn opportunities into cash flow in the real estate spaceThe empowering role of real estate for women entrepreneurBenefits of treasuring your business relationships and connections Resources Mentioned in This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive InvestorGet Julie's How to buy, renovate & manage a Long-Short course by visiting https://sidwashere.thinkific.com/courses/long-shorts and be ready for a future where 20-30% of the population has no primary residence now!About Julie GatesJulie started investing in the Savannah, GA, market in 2004. She has built her portfolio over the years and knows the market well. She primarily works with real estate investors as clients and happily charges into houses filled with debris and dead cats. It's all about the deal. Needing a property management company for her rentals, Julie started SidWas Here in 2017. Sid Was Here specializes in Short-Term Rentals. Her favorite hotel is a Long-Short (furnished rental with a minimum stay of 30 nights or more).Connect with JulieWebsite: Sid Was Here Instagram: @sidwashere912Twitter: @sidwashere912To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Interview with Brandon Wolf. "Brandon Wolf is a nationally-recognized gun safety and LGBTQ civil rights advocate and dynamic public speaker. He currently serves as the Press Secretary for Equality Florida, the state's LGBTQ civil rights organization.On June 12, life changed for Brandon. He crouched in a bathroom while a gunman opened fire at Orlando's Pulse Nightclub, killing his best friends, Drew Leinonen & Juan Guerrero, and 47 others. Rather than be swallowed by the anger and fear of tragedy, Brandon set out to honor the victims' legacies with action. "Investing Skeptically:- A private placement REIT that lost 85%- Supper Shitty Fund - Long Short

  On today's show, we are joined by Sal Gilbertie, CEO of Teucrium to give us an update on Oil & Gas, how supply chains are looking in 2023, Teucriums latest Long/Short fund, potential issues with China, and much more! Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.      (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.)